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Check Point (CHKP) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-12 17:36
We secure our customers' AI transformation through 4 strategic solution pillars, each one of them a platform of its own. hybrid mesh network security, securing the infrastructure, workspace security, securing the employees, exposure management that provides situational awareness and then finally, AI security across all of these pillars. We secure the hybrid mesh infrastructure across data centers, hybrid cloud, branch and SASE. And we have a very clear market differentiation for hybrid mesh. And our advanta ...
Tenable: Buy The Dip In A Cybersecurity Underdog? (NASDAQ:TENB)
Seeking Alpha· 2025-10-01 15:47
Core Insights - Cybersecurity is identified as a highly attractive secular theme within the technology sector, with Tenable Holdings focusing on "exposure management" as its niche [1] - The company has transitioned from being primarily a vulnerability-scanning provider to a broader role in exposure management [1]